ombudsman managers - London permanent - starting salary £56,100 plus excellent benefits and the potential to progress to £65,000 within 18 months, depending on your performance. These roles are available on a full time and part time basis. lead and inspire a team - to reach fair answers to complex problems At the Financial Ombudsman Service we settle a wide range of disputes between financial businesses and their customers. We listen to both sides of the story and weigh up the facts before reaching a fair outcome - thoughtfully and quickly. common-sense decisions - at the heart of what we do As an ombudsman manager, you'll lead a small team of investigators and be at the heart of what we do - helping them sort out financial services problems for our customers. By using your sound judgment and leadership skills, you'll support your team in reaching answers that are fair and feel fair. And where this doesn't resolve things, you'll have the responsibility to make final decisions that are legally binding on both sides. help us make money matters fairer - who we're looking for You'll be used to weighing up relevant information and then making tough and fair decisions at a senior level - for example in law, business or in a policy environment. But most importantly you're a natural problem - solver, who is open minded and uses common sense to resolve complex and challenging situations. You're motivated by doing the right thing - and can cut through confusion to help give people the help they need in a clear and balanced way. You'll be able to lead, motivate and inspire a team to deliver excellent service for your customers. So you'll need to be a great coach, passionate about developing your people - and able to drive performance. To ensure your team provides fair and timely answers you'll also be able to identify those times when you need to step in to keep things on track. In this exciting role, you'll know you're making a real difference to people's lives every day. If this sounds like you then apply now, to find out how you can make a difference at the ombudsman service.

21/03/2019

ombudsman managers - London permanent - starting salary £56,100 plus excellent benefits and the potential to progress to £65,000 within 18 months, depending on your performance. These roles are available on a full time and part time basis. lead and inspire a team - to reach fair answers to complex problems At the Financial Ombudsman Service we settle a wide range of disputes between financial businesses and their customers. We listen to both sides of the story and weigh up the facts before reaching a fair outcome - thoughtfully and quickly. common-sense decisions - at the heart of what we do As an ombudsman manager, you'll lead a small team of investigators and be at the heart of what we do - helping them sort out financial services problems for our customers. By using your sound judgment and leadership skills, you'll support your team in reaching answers that are fair and feel fair. And where this doesn't resolve things, you'll have the responsibility to make final decisions that are legally binding on both sides. help us make money matters fairer - who we're looking for You'll be used to weighing up relevant information and then making tough and fair decisions at a senior level - for example in law, business or in a policy environment. But most importantly you're a natural problem - solver, who is open minded and uses common sense to resolve complex and challenging situations. You're motivated by doing the right thing - and can cut through confusion to help give people the help they need in a clear and balanced way. You'll be able to lead, motivate and inspire a team to deliver excellent service for your customers. So you'll need to be a great coach, passionate about developing your people - and able to drive performance. To ensure your team provides fair and timely answers you'll also be able to identify those times when you need to step in to keep things on track. In this exciting role, you'll know you're making a real difference to people's lives every day. If this sounds like you then apply now, to find out how you can make a difference at the ombudsman service.

Due to an extremely busy period of business our client, a successful Financial Planning firm in North West London now looking to expand by adding a new member to the Adviser team. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an existing IFA/ Bancassurer with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. In this role, you will have the chance to work with a number of new enquiries and existing connections. You will have the option of a rewarding Salary and Benefits package or the option of a self-employed package. What's needed for me to be considered? Hold previous experience within an IFA /Bancassurance/ Financial Planning Practice Must be qualified to a minimum industry standard of Level 4 Diploma Qualified Previous experience dealing with High Net Worth Clients desirable but not essential A strong understanding of Pensions and Investment products advantageous. Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future.

21/03/2019

Due to an extremely busy period of business our client, a successful Financial Planning firm in North West London now looking to expand by adding a new member to the Adviser team. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an existing IFA/ Bancassurer with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. In this role, you will have the chance to work with a number of new enquiries and existing connections. You will have the option of a rewarding Salary and Benefits package or the option of a self-employed package. What's needed for me to be considered? Hold previous experience within an IFA /Bancassurance/ Financial Planning Practice Must be qualified to a minimum industry standard of Level 4 Diploma Qualified Previous experience dealing with High Net Worth Clients desirable but not essential A strong understanding of Pensions and Investment products advantageous. Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future.

Analyst Tester - **Based outside the UK** Job Type: Permanent Location: Czech Republic Salary: up to £35k/ 960,000 CZK The Client Our client, a leading Fintech firm based I the Czech Republic are looking to recruit a new team of analyst testers! The company are extremely successful and worth over £330b in assets and partner with some of the worlds largest life companies, banks, asset managers and discretionary wealth managers to enable them to develop and distribute financial products and services to their customers across all major distribution channels Job Description You will be required to work both independently and within a client aligned team to examine existing IT systems and business models, analyse requirements (both business and technical) and to translate these into user stories and core functionality documentation. These activities may include the management of stakeholders to ensure that client expectations are always met. The analyst also be required to work closely with IT developers to provide oversight and clarity on the development solution. The analyst tester will be involved in all aspects of analysis/testing from the more technical testing approaches including test automation, database manipulation and xml injection testing to functional specification testing and supporting UAT. There is an expectation that the analyst will learn about our application, our business and the industry we operate in as well the range of test tools and methodologies we use to support our business. Key Skills First class degree Confident, and able to take initiative given client- and delivery-focused environment. Independent, self-directing and delivery focused working style. Strong analytical thinking and commercial awareness. Intermediate computer skills essential (SQL is desirable). Excellent organisational, administration and time management skills. Good communication skills, confident in dealing with internal and external clients.Financial services industry knowledge desired. The Opportunity Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world's largest companies. Remuneration and career advancement is based on individual contribution and business impact rather than tenure or seniority. We provide significant financial rewards for high performing individual. We provide global career opportunities for our best employees at any of our offices in the UK, Czech Republic, Australia, New Zealand or China. Why move to Czech Republic? Beautiful location, close to city Childcare costs are 74% lower than in London Rent prices are 70% lower than in London Restaurant prices are 57% lower than in London Transportation prices are 71% lower than in London £1 = 1 pint of beer! THIS COMPANY DO NOT PROVIDE SPONSORSHIPS - YOU MUST HAVE FULL RIGHTS TO WORK IN THE EU WITHOUT RESTRICTION If this sounds like something you'd be interested in doing, please apply now! If this role isn't for you and you know someone who may be interested, please refer them to me as we offer up to £500 on our referral scheme!

21/03/2019

Analyst Tester - **Based outside the UK** Job Type: Permanent Location: Czech Republic Salary: up to £35k/ 960,000 CZK The Client Our client, a leading Fintech firm based I the Czech Republic are looking to recruit a new team of analyst testers! The company are extremely successful and worth over £330b in assets and partner with some of the worlds largest life companies, banks, asset managers and discretionary wealth managers to enable them to develop and distribute financial products and services to their customers across all major distribution channels Job Description You will be required to work both independently and within a client aligned team to examine existing IT systems and business models, analyse requirements (both business and technical) and to translate these into user stories and core functionality documentation. These activities may include the management of stakeholders to ensure that client expectations are always met. The analyst also be required to work closely with IT developers to provide oversight and clarity on the development solution. The analyst tester will be involved in all aspects of analysis/testing from the more technical testing approaches including test automation, database manipulation and xml injection testing to functional specification testing and supporting UAT. There is an expectation that the analyst will learn about our application, our business and the industry we operate in as well the range of test tools and methodologies we use to support our business. Key Skills First class degree Confident, and able to take initiative given client- and delivery-focused environment. Independent, self-directing and delivery focused working style. Strong analytical thinking and commercial awareness. Intermediate computer skills essential (SQL is desirable). Excellent organisational, administration and time management skills. Good communication skills, confident in dealing with internal and external clients.Financial services industry knowledge desired. The Opportunity Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world's largest companies. Remuneration and career advancement is based on individual contribution and business impact rather than tenure or seniority. We provide significant financial rewards for high performing individual. We provide global career opportunities for our best employees at any of our offices in the UK, Czech Republic, Australia, New Zealand or China. Why move to Czech Republic? Beautiful location, close to city Childcare costs are 74% lower than in London Rent prices are 70% lower than in London Restaurant prices are 57% lower than in London Transportation prices are 71% lower than in London £1 = 1 pint of beer! THIS COMPANY DO NOT PROVIDE SPONSORSHIPS - YOU MUST HAVE FULL RIGHTS TO WORK IN THE EU WITHOUT RESTRICTION If this sounds like something you'd be interested in doing, please apply now! If this role isn't for you and you know someone who may be interested, please refer them to me as we offer up to £500 on our referral scheme!

Credible, calm and results orientated self-employed "Appointed Representatives" are sought to join an award winning national network of project directing and managing franchisees who also assess loss and negotiate settlements when residential or commercial property owners need to make a claim for damage to their property. Aspray Limited are a Multi Award-Winning service provider with a national network of Appointed Representatives (AR's), who project manage property damage insurance claims for residential and commercial property owners throughout the UK. The network have been helping property owners make successful building insurance claims for more than 13 years. Once the claim is authorised by the insurer the project directors (also known as Loss Assessors), instruct vetted contractors to repair the damage to the policyholder's home or business premises, leaving the policyholder to get on with their lives or running their business whilst quality contractors get on with putting the property back to its pre loss condition as quickly as possible. This award-winning franchise offers credible and likeable individuals the opportunity to build a high turnover, profitable and rewarding business. Aspray seek credible and likeable Project Directors, Senior Managers, Operations Managers or Quantity Surveyors who believe they have the ability to manage a business and have excellent customer service at the core of their values. General daily duties are likely to include: Managing property damage insurance claims from notification to completion of works Scoping the damage and then negotiating settlements with insurers Instructing and overseeing vetted sub-contractors to repair the damage caused by different insurable incidents. Networking, identifying and approaching potential introducers, contractors and other suppliers Managing the day to day operation of the franchise You will already be very comfortable communicating with both home owners and business owners. This franchise offers a high end income opportunity for suitable candidates who have the work ethic, influential skills and drive to create a take home income of at least £60,000 - £100,000+. You will need to be able to demonstrate a professional and friendly persona, have influential negotiation skills and a likeable and solution orientated nature. Franchise purchase price (includes a bursary) is: £28,000+ vat. Unsecured Finance is usually available for up to 75% of the total franchise purchase price and or £50,000 and any other start-up costs, from specific high street banks, subject to status and personal guarantee.

21/03/2019

Credible, calm and results orientated self-employed "Appointed Representatives" are sought to join an award winning national network of project directing and managing franchisees who also assess loss and negotiate settlements when residential or commercial property owners need to make a claim for damage to their property. Aspray Limited are a Multi Award-Winning service provider with a national network of Appointed Representatives (AR's), who project manage property damage insurance claims for residential and commercial property owners throughout the UK. The network have been helping property owners make successful building insurance claims for more than 13 years. Once the claim is authorised by the insurer the project directors (also known as Loss Assessors), instruct vetted contractors to repair the damage to the policyholder's home or business premises, leaving the policyholder to get on with their lives or running their business whilst quality contractors get on with putting the property back to its pre loss condition as quickly as possible. This award-winning franchise offers credible and likeable individuals the opportunity to build a high turnover, profitable and rewarding business. Aspray seek credible and likeable Project Directors, Senior Managers, Operations Managers or Quantity Surveyors who believe they have the ability to manage a business and have excellent customer service at the core of their values. General daily duties are likely to include: Managing property damage insurance claims from notification to completion of works Scoping the damage and then negotiating settlements with insurers Instructing and overseeing vetted sub-contractors to repair the damage caused by different insurable incidents. Networking, identifying and approaching potential introducers, contractors and other suppliers Managing the day to day operation of the franchise You will already be very comfortable communicating with both home owners and business owners. This franchise offers a high end income opportunity for suitable candidates who have the work ethic, influential skills and drive to create a take home income of at least £60,000 - £100,000+. You will need to be able to demonstrate a professional and friendly persona, have influential negotiation skills and a likeable and solution orientated nature. Franchise purchase price (includes a bursary) is: £28,000+ vat. Unsecured Finance is usually available for up to 75% of the total franchise purchase price and or £50,000 and any other start-up costs, from specific high street banks, subject to status and personal guarantee.

Senior Manager - Transaction Monitoring London £75,000 - £95,000 A world-class management consultancy are seeking technically strong individuals to specialise in Transaction Monitoring projects for major clients. THE COMPANY Recognised globally, this management consulting firm are leaders in audit and advisory. With multiple awards under their belt, such as Best Workplace for Working Families, they are continually developing their business to offer flexible working, competitive packages, and ample learning and development opportunities. They have developed strong client relationships with many FTSE 100 companies, allowing their employees to have fantastic exposure to a wide variety of projects and network. THE ROLE Joining a fast-growing Forensic division, your role will be focused on Transaction Monitoring. You will: Build, develop and manage client relationships Process structured but complex data through client databases, analysing the data and deriving insight Produce visualisations and advice to clients for technical and non-technical audiences, up to C-level Lead large global projects across financial crime, taking on responsibility for the execution of work Develop tailored solutions for Anti-Money Laundering issues by balancing the regulatory and compliance side with market leading and disruptive technologies Have line management of several junior team members YOUR SKILLS & EXPERIENCE ETL data and analytic skills SQL expertise - advanced Strong financial crime knowledge with specialist knowledge in Anti-Money Laundering Exceptional management and leadership skills Industry technology experience such as Tableau, Qlikview, IBM i2 Financial crime systems knowledge such as NICE Actimize, Oracle Mantas, BAE NetReveal Prior demonstration of creating business Coding experience in R or Python is advantageous BENEFITS £75,000 - £95,000 Competitive bonus Flexible benefits including cash allowance Private health insurance Flexible working HOW TO APPLY Please register your interest by sending your CV to Rosalind Madge via the Apply link on this page.

21/03/2019

Senior Manager - Transaction Monitoring London £75,000 - £95,000 A world-class management consultancy are seeking technically strong individuals to specialise in Transaction Monitoring projects for major clients. THE COMPANY Recognised globally, this management consulting firm are leaders in audit and advisory. With multiple awards under their belt, such as Best Workplace for Working Families, they are continually developing their business to offer flexible working, competitive packages, and ample learning and development opportunities. They have developed strong client relationships with many FTSE 100 companies, allowing their employees to have fantastic exposure to a wide variety of projects and network. THE ROLE Joining a fast-growing Forensic division, your role will be focused on Transaction Monitoring. You will: Build, develop and manage client relationships Process structured but complex data through client databases, analysing the data and deriving insight Produce visualisations and advice to clients for technical and non-technical audiences, up to C-level Lead large global projects across financial crime, taking on responsibility for the execution of work Develop tailored solutions for Anti-Money Laundering issues by balancing the regulatory and compliance side with market leading and disruptive technologies Have line management of several junior team members YOUR SKILLS & EXPERIENCE ETL data and analytic skills SQL expertise - advanced Strong financial crime knowledge with specialist knowledge in Anti-Money Laundering Exceptional management and leadership skills Industry technology experience such as Tableau, Qlikview, IBM i2 Financial crime systems knowledge such as NICE Actimize, Oracle Mantas, BAE NetReveal Prior demonstration of creating business Coding experience in R or Python is advantageous BENEFITS £75,000 - £95,000 Competitive bonus Flexible benefits including cash allowance Private health insurance Flexible working HOW TO APPLY Please register your interest by sending your CV to Rosalind Madge via the Apply link on this page.

A very high quality practice that provides wealth and financial planning to private clients are looking to appoint an experienced Paraplanner who is well qualified, they carry an image and reputation around professionalism and trust with the clients which is paramount to the success of the business. The Paraplanner will be responsible for the providing comprehensive technical support to the team of Financial Planners who are well qualified, producing high quality reports, recommendations and product research will be key drivers of the role. The firm will also like the individual to have an input on various procedures and techniques that are operational within the firm. Main duties and responsibilities: Research market for consultants on a case by case basis to determine and deliver the most appropriate solution(s) and provider(s) Construct suitability reports for Consultants Create cash flow reports for Consultants Undertake the necessary research and analysis including fund analysis, product comparison, product analysis, fund research and charges analysis to enable a sound client recommendation to be made To provide all support material for client recommendation including illustrations To provide technical support and back up to the Consultant Liaise effectively with clients, product providers, associations and other departments All of the above in a compliant manner as set down by the Group and the Regulator's procedures Answering the telephone in a polite manner Assisting consultants as required Undertaking any other reasonable duties as requested Collating information from existing investment portfolios Prioritising personal workload Liaising with internal and external administration teams Preparation of annual client reviews Maintaining compliant client files The individual they are looking to appoint must have experience of dealing with wealthy private clients and you will ideally be Diploma / Level 4 qualified however this isn't essential. As you will be familiar with a range of financial planning techniques the firm will assist employment to advance their own knowledge and skills by funding examinations and training courses. Personal attributes are important, you will be able to converse with clients with comfort and be a team player and technically advanced you will have a real desire to learn, improve and strive for perfection. A basic salary is on offer around £35,000 plus benefits and bonus dependent upon the individual and application of knowledge. Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

21/03/2019

A very high quality practice that provides wealth and financial planning to private clients are looking to appoint an experienced Paraplanner who is well qualified, they carry an image and reputation around professionalism and trust with the clients which is paramount to the success of the business. The Paraplanner will be responsible for the providing comprehensive technical support to the team of Financial Planners who are well qualified, producing high quality reports, recommendations and product research will be key drivers of the role. The firm will also like the individual to have an input on various procedures and techniques that are operational within the firm. Main duties and responsibilities: Research market for consultants on a case by case basis to determine and deliver the most appropriate solution(s) and provider(s) Construct suitability reports for Consultants Create cash flow reports for Consultants Undertake the necessary research and analysis including fund analysis, product comparison, product analysis, fund research and charges analysis to enable a sound client recommendation to be made To provide all support material for client recommendation including illustrations To provide technical support and back up to the Consultant Liaise effectively with clients, product providers, associations and other departments All of the above in a compliant manner as set down by the Group and the Regulator's procedures Answering the telephone in a polite manner Assisting consultants as required Undertaking any other reasonable duties as requested Collating information from existing investment portfolios Prioritising personal workload Liaising with internal and external administration teams Preparation of annual client reviews Maintaining compliant client files The individual they are looking to appoint must have experience of dealing with wealthy private clients and you will ideally be Diploma / Level 4 qualified however this isn't essential. As you will be familiar with a range of financial planning techniques the firm will assist employment to advance their own knowledge and skills by funding examinations and training courses. Personal attributes are important, you will be able to converse with clients with comfort and be a team player and technically advanced you will have a real desire to learn, improve and strive for perfection. A basic salary is on offer around £35,000 plus benefits and bonus dependent upon the individual and application of knowledge. Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Please Note : This vacancy is Part Time at 20 hours Salary - £23,000 Pro Rata to the your contracted hours. Provident have been proudly serving customers since 1880, and while a lot has changed since then, one thing hasn't. We still put our customers first in everything we do. We pride ourselves on being a trusted lender, serving our customers in their own homes, offering suitable affordable loans with manageable repayments. As a Customer Experience Manager you will be responsible for providing good customer outcomes for all our customers, this will be demonstrated and identified through voice recording and form part of the below activities: Customer Activity Collect customers payments each week on the day/time they have asked for Call back on customers where they have not been in Make customers aware of the consequences of not making a payment or making a part payment All customer activity is recorded accurately Complete the required standard administrative procedures Account for all monies received in and out daily Conduct and complete loan applications for New and Existing customers Contact new customer leads and convert with 48 hours Territory Growth Responsible for growing your territory in line with company procedures Make customers aware of the products available to them Regularly inform New & Existing customers of our 'Recommend a Friend Scheme' Customer Relationships Ensure every customer is visited on the territory and have received call backs Responsible for referring financial difficulty/vulnerability customer triggers to a line manager Identify risk or potential fraud and inform your line manager Personal Career, Performance and Development Activities Attend weekly / monthly meetings when requested this Attend regular 1:1s, performance reviews, training and coaching sessions To assist you, you will be provided with the latest technology to undertake the role to the best of your ability and set you up for success. We also offer a full training program of 5 days, which may require you to stay away from home. What can we offer you? In return we offer a basic salary of £23000 with the opportunity to rise to £25,000 after your 1st year of service and £27,000 after your 2nd year of service + Discretionary Bonus + benefits which include 25 days holiday growing to 28 after 5 full years of service, NEST pension and life assurance. Save as You Earn (SAYE) and Buy as You Earn (BAYE) share schemes also available after 6 months of service. Essential requirements: Customer service experience Flexible working to meet customer demand Ability to work remotely on a mobile basis Excellent literacy and numeracy skills Time management and organisational skills Technical ability on an iOS (Apple) Device Full UK driving Licence and access to your own car Equality, Diversity & Inclusion (EDI) Provident is one of a select group of forward thinking organisations that have signed up for the National Equality Standard (NES). The NES provides a cultural assessment through the lens of diversity. It looks across all 9 protected characteristics set out in the Equality Act 2010 to ensure true inclusion in the workplace. The NES adopts a pragmatic & holistic approach to EDI and achieving it will enable Provident to showcase our business as leaders in this field.

21/03/2019

Please Note : This vacancy is Part Time at 20 hours Salary - £23,000 Pro Rata to the your contracted hours. Provident have been proudly serving customers since 1880, and while a lot has changed since then, one thing hasn't. We still put our customers first in everything we do. We pride ourselves on being a trusted lender, serving our customers in their own homes, offering suitable affordable loans with manageable repayments. As a Customer Experience Manager you will be responsible for providing good customer outcomes for all our customers, this will be demonstrated and identified through voice recording and form part of the below activities: Customer Activity Collect customers payments each week on the day/time they have asked for Call back on customers where they have not been in Make customers aware of the consequences of not making a payment or making a part payment All customer activity is recorded accurately Complete the required standard administrative procedures Account for all monies received in and out daily Conduct and complete loan applications for New and Existing customers Contact new customer leads and convert with 48 hours Territory Growth Responsible for growing your territory in line with company procedures Make customers aware of the products available to them Regularly inform New & Existing customers of our 'Recommend a Friend Scheme' Customer Relationships Ensure every customer is visited on the territory and have received call backs Responsible for referring financial difficulty/vulnerability customer triggers to a line manager Identify risk or potential fraud and inform your line manager Personal Career, Performance and Development Activities Attend weekly / monthly meetings when requested this Attend regular 1:1s, performance reviews, training and coaching sessions To assist you, you will be provided with the latest technology to undertake the role to the best of your ability and set you up for success. We also offer a full training program of 5 days, which may require you to stay away from home. What can we offer you? In return we offer a basic salary of £23000 with the opportunity to rise to £25,000 after your 1st year of service and £27,000 after your 2nd year of service + Discretionary Bonus + benefits which include 25 days holiday growing to 28 after 5 full years of service, NEST pension and life assurance. Save as You Earn (SAYE) and Buy as You Earn (BAYE) share schemes also available after 6 months of service. Essential requirements: Customer service experience Flexible working to meet customer demand Ability to work remotely on a mobile basis Excellent literacy and numeracy skills Time management and organisational skills Technical ability on an iOS (Apple) Device Full UK driving Licence and access to your own car Equality, Diversity & Inclusion (EDI) Provident is one of a select group of forward thinking organisations that have signed up for the National Equality Standard (NES). The NES provides a cultural assessment through the lens of diversity. It looks across all 9 protected characteristics set out in the Equality Act 2010 to ensure true inclusion in the workplace. The NES adopts a pragmatic & holistic approach to EDI and achieving it will enable Provident to showcase our business as leaders in this field.

This particular vacancy is a unique opportunity for a high quality Paraplanner on the upward curve of their career who is seeking to move into an advisory role over the course of the next 18-36 months. A fully independent practice based out of Woking is currently in the market for an Assistant Financial Planner to work closely alongside their team Senior Financial Planners. You will be providing the highest level of service to a loyal book of HNW clients with average investable assets ranging from £500k-£1M appx. One of the existing Senior Financial Planners within this business will be retiring over the course of the next two years (appx) so my client is looking to bring somebody in with the capacity to eventually take over and service this existing book. The role would initially be set up with the candidate undertaking paraplanning duties but you will be sitting in on meetings and will be slowly introduced to the clients over a period of time with the view of managing the book in the future. Salary is highly competitive for the Woking area plus bonus and generous benefits

21/03/2019

This particular vacancy is a unique opportunity for a high quality Paraplanner on the upward curve of their career who is seeking to move into an advisory role over the course of the next 18-36 months. A fully independent practice based out of Woking is currently in the market for an Assistant Financial Planner to work closely alongside their team Senior Financial Planners. You will be providing the highest level of service to a loyal book of HNW clients with average investable assets ranging from £500k-£1M appx. One of the existing Senior Financial Planners within this business will be retiring over the course of the next two years (appx) so my client is looking to bring somebody in with the capacity to eventually take over and service this existing book. The role would initially be set up with the candidate undertaking paraplanning duties but you will be sitting in on meetings and will be slowly introduced to the clients over a period of time with the view of managing the book in the future. Salary is highly competitive for the Woking area plus bonus and generous benefits

This prestigious City based International bank are looking for an experienced French speaker who has gained proven Trade Finance experience within a banking environment. Interested candidates must be fully conversant with all aspects of commodity letters of credit, Guarantees and in-depth knowledge of UCP and ISBP rules and publications. Duties will include:- Processing all Import, Export, Back to Back LC's. Issuing/advising/amending/checking and paying of documents. Process discounts and loans if required. Handling inward and outward clean and documentary collections. Processing Guarantees and provide assistance and guidance to Junior members of the team. Full banking benefits apply. REF: DMB

21/03/2019

This prestigious City based International bank are looking for an experienced French speaker who has gained proven Trade Finance experience within a banking environment. Interested candidates must be fully conversant with all aspects of commodity letters of credit, Guarantees and in-depth knowledge of UCP and ISBP rules and publications. Duties will include:- Processing all Import, Export, Back to Back LC's. Issuing/advising/amending/checking and paying of documents. Process discounts and loans if required. Handling inward and outward clean and documentary collections. Processing Guarantees and provide assistance and guidance to Junior members of the team. Full banking benefits apply. REF: DMB

An experienced and highly focusd IFA Administrator is sought by a well respected Wealth Management Company in the Berks/Bucks region. The duties are listed below:- •Liaising with Clients and providers and building a good working rapport with both •Administration, technical and sales support to the consultants •Involved with investment, trusts, mortgages and private client investment administration •Keeping back office system up to date •Producing and requesting illustrations, •Preparing individual client valuations/yearly reviews/ drafting review follow up letters •Setting up new business/making changes to existing business on online platforms •Preparing correspondence •Preparing paperwork for client meetings •Meeting with clients on occasions to assist with the completion of paperwork •Product, provider and fund research Making appointments, diary management This role is working in a friendly and professional environment. You will be fully supported to achieve professional qualifications - this firm aims for all technical administrators to achieve diploma in regulated financial planning - the job holder will be given study leave with exam fees paid if you pass. Apply now if this position might suit your requirements!

21/03/2019

An experienced and highly focusd IFA Administrator is sought by a well respected Wealth Management Company in the Berks/Bucks region. The duties are listed below:- •Liaising with Clients and providers and building a good working rapport with both •Administration, technical and sales support to the consultants •Involved with investment, trusts, mortgages and private client investment administration •Keeping back office system up to date •Producing and requesting illustrations, •Preparing individual client valuations/yearly reviews/ drafting review follow up letters •Setting up new business/making changes to existing business on online platforms •Preparing correspondence •Preparing paperwork for client meetings •Meeting with clients on occasions to assist with the completion of paperwork •Product, provider and fund research Making appointments, diary management This role is working in a friendly and professional environment. You will be fully supported to achieve professional qualifications - this firm aims for all technical administrators to achieve diploma in regulated financial planning - the job holder will be given study leave with exam fees paid if you pass. Apply now if this position might suit your requirements!

We are an award winning Financial Planning business based in Wimbledon. Currently were looking a new Para Planner on a full time basis. Our goal is to save our clients the time and energy it takes to manage their financial affairs so that they are free to focus more closely on matters that mean the most to them. Were focused on what we do. We have been in business over 25 years and boast a team of highly qualified and experienced specialists. Key tasks for your new position will be to carry out research and technical information for client meetings along with preparing client reports and suitability letters. You will be assisting with creation/evolution of Model portfolios / member of our Investment Committee and looking at Compliance oversight / Client Files ensuring team complies with FCA and internal compliance procedures. Your new work environment is situated 10 mins from Wimbledon station so we offer a great location to be in for both meetings and recreation after work. We have a great team here of around 10 people so were friendly and looking for that suitable person to join. Were looking for an experienced Para Planner who can really hit the ground running with minimal time to get established in their new role. You must have strong knowledge of investment and pension products and experience of using provider platforms. We need you to have great interpersonal skills for interacting with clients and colleagues in a professional manner. Ideally you will have experience with Intelligent Office Software. A positive attitude is a must for this role.

21/03/2019

We are an award winning Financial Planning business based in Wimbledon. Currently were looking a new Para Planner on a full time basis. Our goal is to save our clients the time and energy it takes to manage their financial affairs so that they are free to focus more closely on matters that mean the most to them. Were focused on what we do. We have been in business over 25 years and boast a team of highly qualified and experienced specialists. Key tasks for your new position will be to carry out research and technical information for client meetings along with preparing client reports and suitability letters. You will be assisting with creation/evolution of Model portfolios / member of our Investment Committee and looking at Compliance oversight / Client Files ensuring team complies with FCA and internal compliance procedures. Your new work environment is situated 10 mins from Wimbledon station so we offer a great location to be in for both meetings and recreation after work. We have a great team here of around 10 people so were friendly and looking for that suitable person to join. Were looking for an experienced Para Planner who can really hit the ground running with minimal time to get established in their new role. You must have strong knowledge of investment and pension products and experience of using provider platforms. We need you to have great interpersonal skills for interacting with clients and colleagues in a professional manner. Ideally you will have experience with Intelligent Office Software. A positive attitude is a must for this role.

One of the world leaders in the delivery of Risk Consulting and Employee Benefits has an exciting opportunity for an experienced Pensions Team Manager. You will be providing support to both Defined Benefit & Defined Contribution Occupational Pensions Schemes. Responsibilities will include servicing a varied portfolio of corporate clients. The successful candidate will need to have strong technical knowledge of both Defined Benefit and Defined Contribution pension schemes and previous people management experience is a necessity. APMI or good progress towards completion is desirable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within pensions consulting. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

21/03/2019

One of the world leaders in the delivery of Risk Consulting and Employee Benefits has an exciting opportunity for an experienced Pensions Team Manager. You will be providing support to both Defined Benefit & Defined Contribution Occupational Pensions Schemes. Responsibilities will include servicing a varied portfolio of corporate clients. The successful candidate will need to have strong technical knowledge of both Defined Benefit and Defined Contribution pension schemes and previous people management experience is a necessity. APMI or good progress towards completion is desirable but not essential. This role would suit an enthusiastic individual, who has a proactive approach and a proven track record within pensions consulting. Ashe Consulting is an Executive Search & Selection firm specialising in Financial Services Recruitment focusing primarily on the London and the South East area. Areas of expertise include Actuarial, Investments, Group Risk & Healthcare, Employee Benefits, In-House Pension Schemes, Third Party Pensions Administrators / Consultancies, Pensions Software & Systems & Pensions Payroll / Accounts.

Relationship Account Manager £25k Cheltenham We have an exciting opportunity for a motivated professional to join a busy and growing commercial finance company based in Cheltenham. This is a full-time, permanent position offering a basic salary of £25k. The Relationship Account Manager will join at an exciting period of growth that the business is going through. The Account Manager will be responsible for managing a portfolio of business clients in relation to their commercial finance requirements. Supporting the Director and Business Development team, you will: Develop and maintain strong business relationships with existing and lapsed clients. Engage with referral partners who introduce leads to the business. Sending out quotations and chasing accordingly. Gathering supporting information and paperwork from clients. Preparing finance proposals. Analysis of customer accounts. Responding to client queries via email and telephone in a timely and professional manner. Liaising with deal processing department to ensure the process runs smoothly and clients are updated accordingly. Funder analysis. Support the Director and Business Development team with adhoc duties. This is an exceptionally customer driven role, so a background in a b2b environment is a must. To be considered for the role, you will be required to demonstrate the following: Previous experience in a sales support or commercial support role with extensive client communication. An exceptional level of communication, both written and verbal. A high level of attention to detail. A proactive, and self-motivated attitude to work. Ideally you will have a background in financial services, insurance, or professional services. Strong working knowledge of Microsoft Office suite. Previous experience of Salesforce would be a distinct advantage. This role would suit an individual who is now looking for a long term move to join a truly thriving business who can offer excellent career prospects. Please note, we are only able to respond to successful applicants, so if you have not heard from a consultant within 5 working days, then please assume your application was unsuccessful on this occasion.

21/03/2019

Relationship Account Manager £25k Cheltenham We have an exciting opportunity for a motivated professional to join a busy and growing commercial finance company based in Cheltenham. This is a full-time, permanent position offering a basic salary of £25k. The Relationship Account Manager will join at an exciting period of growth that the business is going through. The Account Manager will be responsible for managing a portfolio of business clients in relation to their commercial finance requirements. Supporting the Director and Business Development team, you will: Develop and maintain strong business relationships with existing and lapsed clients. Engage with referral partners who introduce leads to the business. Sending out quotations and chasing accordingly. Gathering supporting information and paperwork from clients. Preparing finance proposals. Analysis of customer accounts. Responding to client queries via email and telephone in a timely and professional manner. Liaising with deal processing department to ensure the process runs smoothly and clients are updated accordingly. Funder analysis. Support the Director and Business Development team with adhoc duties. This is an exceptionally customer driven role, so a background in a b2b environment is a must. To be considered for the role, you will be required to demonstrate the following: Previous experience in a sales support or commercial support role with extensive client communication. An exceptional level of communication, both written and verbal. A high level of attention to detail. A proactive, and self-motivated attitude to work. Ideally you will have a background in financial services, insurance, or professional services. Strong working knowledge of Microsoft Office suite. Previous experience of Salesforce would be a distinct advantage. This role would suit an individual who is now looking for a long term move to join a truly thriving business who can offer excellent career prospects. Please note, we are only able to respond to successful applicants, so if you have not heard from a consultant within 5 working days, then please assume your application was unsuccessful on this occasion.

Business /Data Management Based London 6 months + One of our large Financial services clients is currently looking for a Business analyst with Data quality/Data management to join their team. We are part of the Global Markets Chief Data Officer/ CDO organization, responsible for data quality, data governance and architecture for all GM businesses. This includes the management of the front to back flow of data across GM and to all downstream consumer. The team is based in the US and in the UK. A BA role as lead Data quality & Controls BA to work on the portfolio of data qualities for all non US businesses within GM, As BA your primary focus you will be the investigation and the solution design of issues raised as part of the portfolio of data quality issues. This will cover all GM businesses COOs (all products), as well as items raised by the corporate functions for an upstream resolution. You will own the investigation and solution design working with stakeholders across all desks, representatives from risk, finance, compliance, operations as well as GM IT. Desired Skills and Qualifications: Desired Profile: Professional with Financial industry background and proven track record investigating and designing solutions around data issues. Experience and understanding of at least several of the below: Data management & resolution Front office businesses (one or several products) Risk process Finance process Operational process Compliance process Successful candidate will display; very strong analytical skills, understanding of business processes and architecture flows communication skills - specifically the ability to navigate from minute level of issues management to be summarized into short but effective senior management level summaries. Can do and resolution driven attitude is key with an understanding of strategic vs. tactical resolution TO APPLY - PLEASE REPLY WITH AN UP TO DATE CV Candidates will ideally show evidence of the above in their CV in order to be considered. Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you accordingly. Pontoon is an employment consultancy and operates as an equal opportunities employer.

21/03/2019

Business /Data Management Based London 6 months + One of our large Financial services clients is currently looking for a Business analyst with Data quality/Data management to join their team. We are part of the Global Markets Chief Data Officer/ CDO organization, responsible for data quality, data governance and architecture for all GM businesses. This includes the management of the front to back flow of data across GM and to all downstream consumer. The team is based in the US and in the UK. A BA role as lead Data quality & Controls BA to work on the portfolio of data qualities for all non US businesses within GM, As BA your primary focus you will be the investigation and the solution design of issues raised as part of the portfolio of data quality issues. This will cover all GM businesses COOs (all products), as well as items raised by the corporate functions for an upstream resolution. You will own the investigation and solution design working with stakeholders across all desks, representatives from risk, finance, compliance, operations as well as GM IT. Desired Skills and Qualifications: Desired Profile: Professional with Financial industry background and proven track record investigating and designing solutions around data issues. Experience and understanding of at least several of the below: Data management & resolution Front office businesses (one or several products) Risk process Finance process Operational process Compliance process Successful candidate will display; very strong analytical skills, understanding of business processes and architecture flows communication skills - specifically the ability to navigate from minute level of issues management to be summarized into short but effective senior management level summaries. Can do and resolution driven attitude is key with an understanding of strategic vs. tactical resolution TO APPLY - PLEASE REPLY WITH AN UP TO DATE CV Candidates will ideally show evidence of the above in their CV in order to be considered. Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you accordingly. Pontoon is an employment consultancy and operates as an equal opportunities employer.

A high end stock brokerage and wealth planning firm who provide investment, tax and financial planning services to HNW private clients are currently seeking a Client Service Executive to join their Central London based team. This vacancy is working within their client services division focussing on provision of tax-efficient smaller company investment portfolios such as Business Property Relief and EIS portfolios. The team is part of an established private client broker with a regular flow of new clients in addition to over 20,000 existing clients with over £3bn of assets. The role will involve acting as a point of liaison with internal brokers and clients, both to promote and help support the teams successful BPR and EIS services. The role will include day to day liaison in relation to prospects and clients, and provision of on-going communications. Candidates must have some knowledge/experience of tax efficient investments and will ideally have already attained of be working towards investment related qualifications. This is an excellent opportunity to work for a genuine top tier organisation who can offer a highly competitive salary, bonus and benefits package.

21/03/2019

A high end stock brokerage and wealth planning firm who provide investment, tax and financial planning services to HNW private clients are currently seeking a Client Service Executive to join their Central London based team. This vacancy is working within their client services division focussing on provision of tax-efficient smaller company investment portfolios such as Business Property Relief and EIS portfolios. The team is part of an established private client broker with a regular flow of new clients in addition to over 20,000 existing clients with over £3bn of assets. The role will involve acting as a point of liaison with internal brokers and clients, both to promote and help support the teams successful BPR and EIS services. The role will include day to day liaison in relation to prospects and clients, and provision of on-going communications. Candidates must have some knowledge/experience of tax efficient investments and will ideally have already attained of be working towards investment related qualifications. This is an excellent opportunity to work for a genuine top tier organisation who can offer a highly competitive salary, bonus and benefits package.

A fantastic opportunity has arisen for a Level 4 Qualified T&C Supervisor to join a leading financial planning and investment group, working in their close knit T&C team to deliver competency training to new starters and existing advisers and investment managers. More than just your typical field based T&C role, you will be an integral part of the team, delivering classroom based group training to new colleagues, as well as scheduled and adhoc 1:1 competency assessments, coaching, feedback and any ongoing required training. The role carries a rewarding mix of autonomy and flexibility, with responsibility for and travel between 4 offices around the M25, from Berkshire to Essex (no London commute!). You must be level 4 qualified and have T&C experience, but essentially must have the skills and desire to deliver group induction training to advisors and investment managers alongside the typical T&C duties. You will need to be energetic, engaging and able to deliver challenging feedback to impact change. The role is field based with options to work from home or any of the offices whilst you are not delivering training.

21/03/2019

A fantastic opportunity has arisen for a Level 4 Qualified T&C Supervisor to join a leading financial planning and investment group, working in their close knit T&C team to deliver competency training to new starters and existing advisers and investment managers. More than just your typical field based T&C role, you will be an integral part of the team, delivering classroom based group training to new colleagues, as well as scheduled and adhoc 1:1 competency assessments, coaching, feedback and any ongoing required training. The role carries a rewarding mix of autonomy and flexibility, with responsibility for and travel between 4 offices around the M25, from Berkshire to Essex (no London commute!). You must be level 4 qualified and have T&C experience, but essentially must have the skills and desire to deliver group induction training to advisors and investment managers alongside the typical T&C duties. You will need to be energetic, engaging and able to deliver challenging feedback to impact change. The role is field based with options to work from home or any of the offices whilst you are not delivering training.

Your new company Your new job working as a Financial Planner will be working with a regional firm based in Leamington. They are an independent business with structured plans for growth, offering their employees genuine opportunity for progression. An opportunity has arisen for a Financial Planner join the Leamington office. You will be joining a team of experienced Financial Planners who provide an award-winning service, retaining and working with various sized clients across the West Midlands and Warwickshire. Your new role Your new job working as a Financial Planner is an all-encompassing role, where you will be required to follow up on leads provided and development business You will manage your own diary and have the option to work from home or one of their regional offices This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner, who enjoys working with high net worth clients You will be rewarded for both ongoing and new business that you manage (very competitive bonus scheme) What you'll need to succeed Your previous experience working as a Financial Planner, managing relationships and a portfolio of customers, will contribute to your success in securing this role You will have proven previous experience in developing a client bank, retaining relationships and developing new business You will be either chartered or working towards chartership What you'll get in return You'll be offered a competitive salary of £55,000 - £700,000, plus bonus and a benefits package. You will have the backing of an ambitious firm and be joining a firm who have a clear strategy for growth How to apply To discuss this opportunity, please contact Ricardo Manouchehri, or apply with the latest copy of your CV. We look forward to hearing from you! Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

21/03/2019

Your new company Your new job working as a Financial Planner will be working with a regional firm based in Leamington. They are an independent business with structured plans for growth, offering their employees genuine opportunity for progression. An opportunity has arisen for a Financial Planner join the Leamington office. You will be joining a team of experienced Financial Planners who provide an award-winning service, retaining and working with various sized clients across the West Midlands and Warwickshire. Your new role Your new job working as a Financial Planner is an all-encompassing role, where you will be required to follow up on leads provided and development business You will manage your own diary and have the option to work from home or one of their regional offices This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner, who enjoys working with high net worth clients You will be rewarded for both ongoing and new business that you manage (very competitive bonus scheme) What you'll need to succeed Your previous experience working as a Financial Planner, managing relationships and a portfolio of customers, will contribute to your success in securing this role You will have proven previous experience in developing a client bank, retaining relationships and developing new business You will be either chartered or working towards chartership What you'll get in return You'll be offered a competitive salary of £55,000 - £700,000, plus bonus and a benefits package. You will have the backing of an ambitious firm and be joining a firm who have a clear strategy for growth How to apply To discuss this opportunity, please contact Ricardo Manouchehri, or apply with the latest copy of your CV. We look forward to hearing from you! Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

My client is currently looking for an experienced Paraplanner to join their team in Chorley. This is a professional position that supports Independent Financial Advisers directly in servicing existing and potential clients. This involves working alongside fellow Paraplanners, a group of nominated Independent Financial Advisers, their Administration Assistants and compliance teams. THE ROLE * To undertake independent financial research and analysis based on client files with an aim of producing quality investment reports in a timely manner that highlight suitable solutions to meet the client's needs. You will be required to build and enhance relationships with Advisers to ensure productivity of both parties is maximised * To accurately interpret the Advisers client files to ascertain the clients needs and Advisers instructions to translate this successfully into a financial planning report * To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client's needs * To liaise with the T&C Manager and designated team leader to ensure that they are kept updated as to the nature of advice being passed through paraplanning * To liaise with the T&C Manager in regards to work that requires pre-sale authorisation * To prepare the report within an agreed timescale * To ensure that the reports are accurate in regards to spelling and composition * To ensure that the paraplanning log is accurately updated THE CANDIDATE * Excellent verbal and written communication skills across all mediums to include Microsoft Word and Excel along with IFA systems, examples include O&M, Defaqto, Distribution Technology, Trustnet and Assureweb * Strong inter-personal skills for dealing with Advisers, clients, Managers and Directors * Ability to prioritise and manage daily and longer term work priorities * Ability to work within a team * Ability to achieve agreed outcomes without supervision * Ability to multi task and prioritise effectively * Strong technical knowledge of financial services products, in particular a broad awareness of the investment and pension market place including new changes in legislation * Understanding of FCA compliance, Data Protection Act and Anti Money Laundering regulations * Persuasive communication and negotiation skills to enable the transfer of ideas to Advisers and the management team Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

21/03/2019

My client is currently looking for an experienced Paraplanner to join their team in Chorley. This is a professional position that supports Independent Financial Advisers directly in servicing existing and potential clients. This involves working alongside fellow Paraplanners, a group of nominated Independent Financial Advisers, their Administration Assistants and compliance teams. THE ROLE * To undertake independent financial research and analysis based on client files with an aim of producing quality investment reports in a timely manner that highlight suitable solutions to meet the client's needs. You will be required to build and enhance relationships with Advisers to ensure productivity of both parties is maximised * To accurately interpret the Advisers client files to ascertain the clients needs and Advisers instructions to translate this successfully into a financial planning report * To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client's needs * To liaise with the T&C Manager and designated team leader to ensure that they are kept updated as to the nature of advice being passed through paraplanning * To liaise with the T&C Manager in regards to work that requires pre-sale authorisation * To prepare the report within an agreed timescale * To ensure that the reports are accurate in regards to spelling and composition * To ensure that the paraplanning log is accurately updated THE CANDIDATE * Excellent verbal and written communication skills across all mediums to include Microsoft Word and Excel along with IFA systems, examples include O&M, Defaqto, Distribution Technology, Trustnet and Assureweb * Strong inter-personal skills for dealing with Advisers, clients, Managers and Directors * Ability to prioritise and manage daily and longer term work priorities * Ability to work within a team * Ability to achieve agreed outcomes without supervision * Ability to multi task and prioritise effectively * Strong technical knowledge of financial services products, in particular a broad awareness of the investment and pension market place including new changes in legislation * Understanding of FCA compliance, Data Protection Act and Anti Money Laundering regulations * Persuasive communication and negotiation skills to enable the transfer of ideas to Advisers and the management team Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

A leading independently owned international wealth managers based in Central London currently have a requirement for a highly motivated Financial Planner to join their busy, highly profitable team. My client manages upwards of £3B of client funds on a discretionary basis and is now seeking to recruit a DipPFS qualified Financial Planner to help service and further develop a book of UHNW clients. Their niche market is advising clients within minimum of £5M of investable assets, you must comfortable communicating and working at that UHNW level. This is primarily an investment focussed role but will encapsulate all areas of financial planning. Although high quality clients and leads are provided, my client needs an individual who can network at the UHNW and develop new business, this is a necessity. In return, you will be working for a genuine top tier organisation who can offer a first class working environment along with a well above market average salary, bonus and benefits package. You will be expected to work hard but you will be well rewarded, this role is very much suited to a career focussed individual. Role will suit an experienced candidate who is comfortable in the UHNW space and who can network and develop new business.

21/03/2019

A leading independently owned international wealth managers based in Central London currently have a requirement for a highly motivated Financial Planner to join their busy, highly profitable team. My client manages upwards of £3B of client funds on a discretionary basis and is now seeking to recruit a DipPFS qualified Financial Planner to help service and further develop a book of UHNW clients. Their niche market is advising clients within minimum of £5M of investable assets, you must comfortable communicating and working at that UHNW level. This is primarily an investment focussed role but will encapsulate all areas of financial planning. Although high quality clients and leads are provided, my client needs an individual who can network at the UHNW and develop new business, this is a necessity. In return, you will be working for a genuine top tier organisation who can offer a first class working environment along with a well above market average salary, bonus and benefits package. You will be expected to work hard but you will be well rewarded, this role is very much suited to a career focussed individual. Role will suit an experienced candidate who is comfortable in the UHNW space and who can network and develop new business.

If you're looking for a new challenge where you can utilise your finance or business related degree, look no further! Our client is looking for a dedicated Graduate Finance Analyst tojoin their team in Surrey . As their Graduate Finance Analyst you will join them on a full time, permanent basis, and in return you will receive a competitive salary of £22,000 per annum. Our client is a small business currently expanding within the restaurant sector with relatively ambitious plans for the future. This Graduate Finance Analyst role willconsist of overseeing, analysing and reporting on operational processes from a centralised perspective whilst also planning store labour hours to be efficient and effective. Our client's ideal candidate will have a good attention to detail, high commercial awareness and good communication skills. As their Graduate Finance Analyst your responsibilities will include: - Managing the inventory ordering process efficiently to limit wastage - Monitoring sales mix for seasonal weather/temperature trends - Developing operations reports for increased usability, efficiency and effectiveness - Locating and defining new process improvement opportunities - Developing and improving the sales forecasting procedure and dissecting forecasts to be more specific. - Support with ad hoc tasks as required by management - Liaising with managers regarding site specific requirements - Liaising with supplier regarding ordering issues - Monitoring daily labour cost % vs targets and efficiently managing labour hours - Liaising with managers on specific site needs and take appropriate action. - Monitoring daily performance and propose actions to bring in line with expectations - Producing, analysing and maintaining week end summary report on site KPIs - Monitoring opening hours profitability in terms of labour Our client's ideal Graduate Finance Analyst: Experience - Dealing with Senior Management - Providing reports - Working cross functionality Qualifications - Finance or Business-related degree would be essential or equivalent - G.C.S.E grade A-C - GDPR trained/awareness of regulations Skills & abilities - Advanced level in Microsoft Excel and Intermediate in other Microsoft packages - Excellent professional communication skills both verbal and written - Ability to prioritise work load and carry out routine tasks - Take ownership of their own work load - Can work well in a team environment If you think you have the skills and experience to join our client as their Graduate Finance Analyst, apply now!

21/03/2019

If you're looking for a new challenge where you can utilise your finance or business related degree, look no further! Our client is looking for a dedicated Graduate Finance Analyst tojoin their team in Surrey . As their Graduate Finance Analyst you will join them on a full time, permanent basis, and in return you will receive a competitive salary of £22,000 per annum. Our client is a small business currently expanding within the restaurant sector with relatively ambitious plans for the future. This Graduate Finance Analyst role willconsist of overseeing, analysing and reporting on operational processes from a centralised perspective whilst also planning store labour hours to be efficient and effective. Our client's ideal candidate will have a good attention to detail, high commercial awareness and good communication skills. As their Graduate Finance Analyst your responsibilities will include: - Managing the inventory ordering process efficiently to limit wastage - Monitoring sales mix for seasonal weather/temperature trends - Developing operations reports for increased usability, efficiency and effectiveness - Locating and defining new process improvement opportunities - Developing and improving the sales forecasting procedure and dissecting forecasts to be more specific. - Support with ad hoc tasks as required by management - Liaising with managers regarding site specific requirements - Liaising with supplier regarding ordering issues - Monitoring daily labour cost % vs targets and efficiently managing labour hours - Liaising with managers on specific site needs and take appropriate action. - Monitoring daily performance and propose actions to bring in line with expectations - Producing, analysing and maintaining week end summary report on site KPIs - Monitoring opening hours profitability in terms of labour Our client's ideal Graduate Finance Analyst: Experience - Dealing with Senior Management - Providing reports - Working cross functionality Qualifications - Finance or Business-related degree would be essential or equivalent - G.C.S.E grade A-C - GDPR trained/awareness of regulations Skills & abilities - Advanced level in Microsoft Excel and Intermediate in other Microsoft packages - Excellent professional communication skills both verbal and written - Ability to prioritise work load and carry out routine tasks - Take ownership of their own work load - Can work well in a team environment If you think you have the skills and experience to join our client as their Graduate Finance Analyst, apply now!